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Asset Advisory Group’s Tesla TSLA Stock Holding History

Asset Advisory Group’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.49M Hold
10,674
– – 1.96% 15
2026
Q1 		$3.97M Buy
10,674
+4
+0% +$1.65K 1.99% 13
2025
Q4 		$4.8M Buy
+10,670
New +$4.73M 2.4% 13

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Asset Advisory Group's TSLA Position: Q2 2026 in Review

Asset Advisory Group held its Tesla (TSLA) position steady in Q2 2026 at 10,674 shares worth $4.49M. The position accounts for 1.96% of the portfolio, ranked #15.

Asset Advisory Group first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.8M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Asset Advisory Group held 10,674 shares of Tesla worth $4.49M as of Q2 2026.
  • Asset Advisory Group left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 1.96% of Asset Advisory Group's portfolio in Q2 2026, its #15 holding.
  • Asset Advisory Group first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Asset Advisory Group's Tesla position peaked at $4.8M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.